事关财富管理转型，多家券商高管建言！

Core Viewpoint - The Chinese wealth management market is focusing on solidifying institutional foundations, enhancing professional capabilities, and building a healthy ecosystem as it approaches the one-year mark of the "9·24" policy implementation in 2024 [1] Group 1: Institutional and Product Supply - Industry leaders suggest increasing institutional and product supply to promote healthy development in wealth management [2] - Recommendations include tax incentives for long-term investment behaviors and optimizing the regulatory environment to encourage long-term investment and advisory services [2][3] - There is a consensus on the need for a regulatory framework and evaluation system that aligns with the buyer advisory model, promoting a shift from "selling products" to "managing accounts" [2] Group 2: Investment Advisory Services - Investment advisory and fund advisory services are seen as crucial for the future development of the industry, with a focus on enhancing these services [4] - There is a call for clearer regulatory guidance on advisory service standards, especially regarding digital and AI-assisted decision-making [4] - Suggestions include expanding the range of investable assets in fund advisory services, particularly incorporating ETFs to improve asset allocation efficiency [4] Group 3: Industry Competition and Collaboration - The industry is experiencing intense competition, with calls to avoid low-level price wars and instead focus on investor education and research [6] - Industry leaders advocate for self-regulation and collaboration to create a fair and orderly market environment [6] - There is a push for shared resources in investor education and risk management to enhance the overall quality and image of the wealth management industry [6]